Total Wealth Planning, LLC's ownership history for DFIS

Total Wealth Planning, LLC currently holds 1.1M shares with a market value of $36.0M. It started holding DFIS on 2024-09-30. At its peak, it held 1.1M shares on 2025-09-30. Its highest holding value was $36.0M on 2025-09-30. At its lowest, it held 951.8K shares on 2024-09-30, with a value of $24.9M on 2024-12-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 66.2K. In the recent year, Total Wealth Planning, LLC has increased its shares by 185.1K.